Energy Select Sector SPDR shares owned by Wealth Effects
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Wealth Effects
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.0M | 11k | 94.41 |
2023-12-31 | $897k | 11k | 83.84 |
2023-09-30 | $312k | 3.4k | 90.39 |
2023-06-30 | $286k | 3.5k | 81.16 |
2023-03-31 | $293k | 3.5k | 82.83 |
2022-12-31 | $466k | 5.3k | 87.47 |
2022-09-30 | $318k | 4.4k | 71.98 |
2022-06-30 | $634k | 8.9k | 71.53 |
2022-03-31 | $850k | 11k | 76.48 |
2021-12-31 | $389k | 7.0k | 55.49 |